Capitalize Review: Roll Over your 401k for Free

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What if you could snap your fingers and move your old 401k to a new retirement account? I’m talking about Hermione Granger type magic.  I’m sure you know that it’s important to invest in retirement, and that a 401k is a great way to do it (which it is), but you might also be wondering… […]

30-30-30-10 Budget Rule – How it can work for you

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Need a budgeting system that works but not sure which option is the best? We all know budgeting can help us save money and stop going into debt. And I’m sure you want to save more money too.  But maybe one of these roadblocks keeps getting in the way: Or maybe, you’re really focused on […]

What to do with Your Tax Refund: 4 Smart Ideas

what to do with your tax refund

Spring is (almost) in the air, and that means a young person’s thoughts turn to…  filing taxes.  An older person’s thoughts, too.  And if you’re middle-aged?  Same thing. As April 15 approaches (now extended to May 15), you’ll be faced with two possibilities:  you’ll owe something (hopefully not much) you’ll be in line for a […]

How To Maintain A Budget On A Low Income

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If you are living on a low income, then things like sticking to a budget, saving, and building wealth must sometimes feel impossible.  One report suggests a staggering 63% of Americans are living paycheck to paycheck.  How can you maintain a budget on a low income? Is it even possible for someone earning minimum wage […]